Sayres And Associates LLC 401k Retirement Plan — Form 5500 plan (Sayres And Associates LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sayres And Associates LLC 401k Retirement Plan is a benefit plan reported by Sayres And Associates LLC under EIN 52-2309489 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $20,343,370 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sayres And Associates LLC
- EIN
- 52-2309489
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $20,343,370
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241015132111NAL0049589504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,343,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,343,370
- Net assets (BOY)
- $17,831,840
Income & contributions
- Employer contributions
- $348,896
- Participant contributions
- $1,899,653
- Total contributions
- $2,546,143
- Total income / additions
- $5,605,814
Expenses & distributions
- Benefits paid
- $3,087,946
- Administrative expenses
- $3,955
- Total expenses
- $3,094,284
- Net increase / (decrease)
- $2,511,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $4,480 | $71,088 | 2023 |
| Kestra Investment Services | NONE | $0 | $43,775 | 2023 |